See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,931 | $162,781-74.9% | $133,956-69.4% | $158,922-74.2% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 6.56% | 41.94%-35.4pp | 45.09%-38.5pp | 302.83%-296.3pp |
| Employer contribution / active EE | $584 | $4,975-88.3% | $3,919-85.1% | $4,761-87.7% |
| Participant deferral / active EE | $2,817 | $5,911-52.3% | $5,048-44.2% | $5,982-52.9% |
| Admin fee / account holder | $3,677 | $11,736-68.7% | $8,927-58.8% | $11,246-67.3% |